We are live on ! Find out more
PIM

Platinum Investment Management Portfolio holdings

AUM $407M
1-Year Est. Return 87.11%
This Fund
S&P 500
This Quarter Est. Return
+30.75%
1 Year Est. Return
+87.11%
3 Year Est. Return
+190.46%
5 Year Est. Return
+214.93%
10 Year Est. Return
+884.81%
AUM
$407M
AUM Growth
+$9.99M
Cap. Flow
-$33M
Cap. Flow %
-8.12%
Top 10 Hldgs %
38.93%
Holding
99
New
10
Increased
8
Reduced
22
Closed
14

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$2.23M
2
ADI icon
Analog Devices
ADI
+$2.17M
3
NOW icon
ServiceNow
NOW
+$1.98M
4
ECHO
EchoStar
ECHO
+$1.83M
5
DASH icon
DoorDash
DASH
+$1.65M

Top Sells

Rank Stock Value
1
TERN
Terns Pharmaceuticals
TERN
+$5.84M
2
CNTA
Centessa Pharmaceuticals
CNTA
+$5.47M
3
MU icon
Micron Technology
MU
+$4.4M
4
CAT icon
Caterpillar
CAT
+$3.51M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M

Sector Composition

Rank Sector Weight
1 Healthcare 29.01%
2 Technology 21.39%
3 Consumer Discretionary 16.56%
4 Industrials 13.71%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$15.9B
$44.6M 10.97%
1,994,127
– –
MU icon
2
Micron Technology
MU
$1.15T
$20.5M 5.05%
17,782
-5,874
-25% -$4.4M
LRCX icon
3
Lam Research
LRCX
$385B
$20.1M 4.95%
46,439
– –
TCOM icon
4
Trip.com Group
TCOM
$25.8B
$14M 3.45%
351,921
-27,797
-7% -$1.38M
DDL
5
Dingdong
DDL
$494M
$12.5M 3.08%
6,486,507
– –
NOAH
6
Noah Holdings
NOAH
$579M
$9.93M 2.44%
993,612
– –
AVGO icon
7
Broadcom
AVGO
$1.7T
$9.89M 2.43%
26,186
– –
BIRK icon
8
Birkenstock
BIRK
$5.61B
$9.04M 2.22%
210,000
-65,000
-24% -$2.63M
AZN icon
9
AstraZeneca
AZN
$252B
$9M 2.21%
48,088
– –
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.1T
$8.69M 2.14%
24,592
– –
MRK icon
11
Merck
MRK
$371B
$8.14M 2%
63,316
– –
APGE icon
12
Apogee Therapeutics
APGE
$7.74M 1.9%
58,314
– –
ABBV icon
13
AbbVie
ABBV
$453B
$7.57M 1.86%
30,102
– –
JNJ icon
14
Johnson & Johnson
JNJ
$663B
$7.07M 1.74%
27,830
– –
YUM icon
15
Yum! Brands
YUM
$41.1B
$6.37M 1.57%
39,847
– –
PDD icon
16
Pinduoduo
PDD
$117B
$5.98M 1.47%
78,445
– –
COGT icon
17
Cogent Biosciences
COGT
$6.03B
$5.97M 1.47%
154,220
+42,154
+38% +$1.47M
UBS icon
18
UBS Group
UBS
$170B
$5.83M 1.43%
117,507
– –
NVDA icon
19
NVIDIA
NVDA
$5.56T
$5.64M 1.39%
28,191
– –
IMVT icon
20
Immunovant
IMVT
$8.11B
$5.57M 1.37%
144,671
-37,103
-20% -$1.13M
ARWR icon
21
Arrowhead Research
ARWR
$12.2B
$5.28M 1.3%
64,752
– –
IDYA icon
22
IDEAYA Biosciences
IDYA
$3.85B
$5.17M 1.27%
138,708
+47,071
+51% +$1.44M
IQV icon
23
IQVIA
IQV
$44.1B
$5.16M 1.27%
26,708
– –
HTHT icon
24
Huazhu Hotels Group
HTHT
$14.1B
$4.92M 1.21%
117,996
– –
VERA icon
25
Vera Therapeutics
VERA
$2.59B
$4.88M 1.2%
113,687
– –
1
2 3 4

Similar funds

RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
KHCM
Kettle Hill Capital Management New York $406M AUM 18.06% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
I
InceptionR Lafayette, California $407M AUM 25.68% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Platinum Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Platinum Investment Management held 99 positions worth $407M, up 2.5% from $397M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Platinum Investment Management withdrew a net $33M in Q2 2026, closing 14 positions and reducing 22 holdings. Its most notable exit was Terns Pharmaceuticals, an estimated $5.84M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 31% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in Datadog worth $3.12M.

  • Platinum Investment Management's largest Q2 2026 buy was Datadog: 12,000 shares worth $3.12M.
  • Platinum Investment Management added most to EchoStar in Q2 2026, an estimated $1.83M increase.
  • Platinum Investment Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $4.4M.
  • Platinum Investment Management fully exited Terns Pharmaceuticals in Q2 2026, selling an estimated $5.84M.
  • Platinum Investment Management's ten largest holdings make up 39% of its $407M portfolio in Q2 2026.
  • Platinum Investment Management opened 10 new positions and closed 14 in Q2 2026.
  • Platinum Investment Management's portfolio value rose 2.5% quarter-over-quarter to $407M.

Based on Platinum Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.